Trust Officer

First Hawaiian, Inc.

$73K — $96K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Master's degree in business or related field, Juris Doctor, CPA, CTFA, or equivalent experience.
  • 3 years' experience in trust administration or related field.
  • Knowledge of fiduciary principles and trust administration.
  • Proficiency in trust-related technology and software, including Microsoft Office.

Responsibilities

  • Manage relationships and administration of Personal Trust (PT) portfolio according to governing documents.
  • Ensure compliance with WMG policies, procedures, and laws.
  • Coordinate services among asset experts like investment and real estate officers, tax managers, and insurance experts.

Benefits

  • Collaborative and supportive team environment.
  • Opportunities for professional growth and development.
  • Access to a diverse range of resources and expertise within the company.
Full Job Description
Job Description

First Hawaiian Bank is currently seeking an experienced, relationship-focused Trust Officer to join our Personal Trust team. In this role, you will provide relationship management and account administration of Personal Trust (PT) portfolio in accordance with governing documents, Wealth Management Group (WMG) policies and procedures and applicable laws and regulations. Responsible for coordinating services of asset experts, including but not limited to investment officers, real estate officers, tax managers and insurance experts.

Compensation

The annual salary range for this role is $73,000 - $96,000/yr; commensurate with experience.

Responsibilities

In this role, you will provide relationship management and account administration of Personal Trust (PT) portfolio in accordance with governing documents, Wealth Management Group (WMG) policies and procedures and applicable laws and regulations. Responsible for coordinating services of asset experts, including but not limited to investment officers, real estate officers, tax managers and insurance experts.

Qualifications

The ideal candidate will have:
  • Master's degree in business or related field, Juris Doctor, Certified Public Accountant, Certified Trust and Financial Advisor, or equivalent professional experience.
  • 3 years' experience in trust administration or equivalent professional experience.
  • Working knowledge of fiduciary principles and trust administration.
  • Proficient in trust related technology and software and Microsoft Office (Word, Excel, and Outlook)

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